Qui utilise PandaDoc ?
PandaDoc est au service d'organisations de toutes tailles, des PME aux grandes entreprises, des toiletteurs pour chiens à Panasonic. Ils peuvent aider presque toutes les entreprises à rationaliser leurs processus de devis et de documentation.
Description de PandaDoc
PandaDoc est une solution complète pour vos documents numériques, conçue pour l'efficacité. Créez, envoyez, suivez et signez électroniquement des documents, le tout à partir d'une plateforme intuitive et conviviale. Boostez votre stratégie CRM grâce aux intégrations PandaDoc.
PandaDoc est idéal pour la gestion des documents organisationnels, y compris les propositions, devis, contrats, documents RH, etc. Créez des documents riches en médias en un seul clic. Accédez à tout moment à vos documents complétés depuis la plateforme.
Informations sur PandaDoc
PandaDoc
http://www.pandadoc.com
Fondé en 2013
Présentation des tarifs de PandaDoc
Consulter les tarifsPandaDoc est disponible en version gratuite et propose un essai gratuit. La version payante de PandaDoc est disponible à partir de 19,00 $US/mois.
À partir de
19,00 $US/mois Consulter les tarifs
Version gratuite
Oui
Essai gratuit
Déploiement et prise en charge de PandaDoc
Ressources d'aide
- Service de support permanent (réponse directe)
- Support en horaire de bureau
- En ligne
Déploiement
- Cloud, SaaS, web
- Mobile (iOS natif)
- Mobile (Android natif)
Formation
- Formation présentielle
- Formation en ligne en direct
- Webinaires
- Documentation
PandaDoc - Fonctionnalités
Logiciels d'aide à la vente
- Collaboration
- Gestion de contenu
- Gestion de la formation
- Gestion des contacts
- Gestion des documents
- Gestion des leads
- Gestion des objectifs et des quotas
- Gestion des offres
- Gestion des performances
- Gestion des présentations
- Gestion des réunions
- Gestion du territoire
Logiciels d'appel d'offres
- Bibliothèque de contenu
- Collaboration
- Gestion de la base de connaissances
- Gestion de versions
- Gestion des appels d'offres
- Gestion des contacts
- Gestion des documents
- Gestion des flux de travail
- Gestion des pipelines
- Modèles
- Piste d'audit
- Signature électronique
Logiciels de CPQ
- Configurateur de produits
- Dessin 2D
- Devis
- Gestion des renouvellements
- Modélisation 3D
- Portail libre-service
- Tarification et calculs des coûts
- Vente guidée
- Workflow d'approbation
- e-commerce
Logiciels de création de devis
- Configurateur de produits
- Devis automatisé
- Gestion des catalogues
- Gestion des contacts
- Gestion des prix
- Gestion des remises
- Portail client
- Stratégie de marque personnalisable
Logiciels de facturation
- Base de données de contacts
- Calculateur d'impôts
- Facturation des dépenses imprévues
- Facturation des projets
- Facturation en ligne
- Facturation récurrente et des abonnements
- Facturation à l'heure
- Factures personnalisables
- Gestion des demandes de paiement
- Paiements en ligne
- Paiements mobiles
- Portail de facturation
- Prise en charge de plusieurs devises
- Traitement des paiements
Logiciels de gestion de contrats
- Contrats formalistes
- Contrats gouvernementaux
- Côté achat (fournisseurs)
- Côté vente (clients)
- Gestion de cycle de vie des contrats
- Gestion de versions
- Gestion des flux de travail
- Modèles prédéfinis
- Recherche en texte intégral
- Signature électronique
- Suivi de la conformité
- Suivi de la progression
Logiciels de gestion de contrats : afficher la liste complète
Logiciels de gestion documentaire
- Accès hors ligne
- Archivage de documents
- Assemblage de documents
- Conversion du type de fichier
- Gestion de versions
- Indexation de documents
- Outils de collaboration
- Reconnaissance optique de caractères
- Récupération des fichiers
- Rétention de documents
- Signature électronique
- Suivi de la conformité
Logiciels de gestion documentaire : afficher la liste complète
Logiciels de signature électronique
- Analyse de documents
- Authentification
- Modèles personnalisables
- Piste d'audit
- Rappels automatiques
- Signature de plusieurs parties
- Signature mobile
- Suivi de la progression des tâches
Logiciels de signature électronique : afficher la liste complète
Logiciels de workflow
- Accès mobile
- Automatisation des processus métiers
- Configuration des workflows
- Contrôles/Permissions d'accès
- Gestion des calendriers
- Gestion des documents
- Gestion des formulaires
- Gestion des tâches
- Intégrations de tiers
- Sans code
- Suivi de la conformité
- Tableau de bord personnalisable
- Éditeur graphique de workflow
PandaDoc - Alternatives
Plus d'alternatives à PandaDoc
Avis sur PandaDoc
Lire tous les avisNote globale
Note moyenne
Évaluer le logiciel
Partagez vos expériences avec d'autres acheteurs de logiciels.
Écrivez votre avis !
Jesus P.
-
Note globale5 /5
-
Facilité d'utilisation5 /5
-
Fonctionnalités5 /5
-
Support clientSans note
-
Rapport qualité-prix5 /5
-
Probabilité de recommander le produit
- Source de l'avis
- Publié le 18/10/2020
"Jumping From RightSignature to PandaDocs"
Commentaires: We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.
Avantages: They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".
Inconvénients: I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.
- Source de l'avis
- Publié le 18/10/2020
Utilisateur vérifié
-
Note globale4 /5
-
Facilité d'utilisation4 /5
-
Fonctionnalités4 /5
-
Support client4 /5
-
Rapport qualité-prix4 /5
-
Probabilité de recommander le produit
- Source de l'avis
- Publié le 15/08/2019
"After six months of using Pandadoc"
Commentaires: I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.
Avantages: I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.
Inconvénients: I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.
- Source de l'avis
- Publié le 15/08/2019
Utilisateur vérifié
-
Note globale5 /5
-
Facilité d'utilisation5 /5
-
Fonctionnalités5 /5
-
Support client5 /5
-
Rapport qualité-prix4 /5
-
Probabilité de recommander le produit
- Source de l'avis
- Publié le 29/12/2020
"PandaDoc is an excellent document automation software."
Commentaires: PandaDoc includes essential office functions for creating, tracking and executing documents, as well as functions for electronic signatures.
Avantages: The application integrates with CRM, as well as ERP, payment systems, Google Services, cloud storage Dropbox, Box and other systems. You can create quotes and contracts with custom templates that allow for branding, themes, and personalization options. Almost any file type can be downloaded and configured.
Inconvénients: The need to pay a monthly fee for a full range of services. PandaDoc has a very slimmed-down free version, but Surevis has a 14-day free extended trial.
- Source de l'avis
- Publié le 29/12/2020
Ted B.
-
Note globale2 /5
-
Facilité d'utilisation1 /5
-
Fonctionnalités1 /5
-
Support client3 /5
-
Rapport qualité-prix2 /5
-
Probabilité de recommander le produit
- Source de l'avis
- Publié le 11/08/2016
"Has some big shortcomings"
Commentaires: I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.
Avantages: Cool name.
Inconvénients: #1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.
Réponse de l'éditeur
envoyé par PandaDoc le 30/03/2020
Hi there!
I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.
The truth is that we are not the company or the product that you once knew.
Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.
If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.
We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.
- Source de l'avis
- Publié le 11/08/2016
Wilber C.
-
Note globale5 /5
-
Facilité d'utilisation5 /5
-
Fonctionnalités5 /5
-
Support client5 /5
-
Rapport qualité-prix5 /5
-
Probabilité de recommander le produit
- Source de l'avis
- Publié le 08/05/2020
"My Only and Go to Proposal Platform"
Commentaires: I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.
Avantages: What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.
Inconvénients: I don't like the fact that you have to send reminders, manually.
- Source de l'avis
- Publié le 08/05/2020
